Personal Financial Counselor
Location
New York
Posted
1 day ago
Salary
$58.4K - $93.5K / year
Bachelor Degree3 yrs expExperience acceptedEnglishSpanish
Job Description
• Provide coverage in short-term, surge and on demand situations resulting from the Military needs
• Provide personal financial counseling and management services directly to service members and their families
• Assist service members in establishing a spending plan for extended absences
• Develop and make available informational financial materials to service members and families
• Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops
• Respond to requests for age-appropriate classes or seminars
• Possess skills to effectively utilize virtual counseling or other electronic modes of communication
• Manage duty to warn situations according to Department of Defense (DoD) protocol
• Communicate with leadership and participate in regular individual and group supervision
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate
Job Requirements
- Bachelor's degree required
- May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
- May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
- 3+ years of financial counseling experience
- Must be a U.S. citizen and speak fluent English
- If required by the contract, must be bilingual in English and Spanish
- Be able to obtain a favorably adjudicated Tier 2 investigation
- Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Benefits
- Broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.